Dougherty Wealth Advisers LLC VNQ Holdings History
Dougherty Wealth Advisers LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-06-30, Dougherty Wealth Advisers LLC held 34,675.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $3.09 Mil. This investment constitutes 2.05% of their stock portfolio, and Dougherty Wealth Advisers LLC now holds 0.01% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2018Q4. And since then Dougherty Wealth Advisers LLC has made 21 purchases of VNQ, at an average price of $84.86, for a total of 36,310.00 shares. In addition, there have been 5 sales at an average price of $92.30 for 1,635.00 shares. Based on historical transaction data and VNQ's current price of $91.86, Dougherty Wealth Advisers LLC's estimated gain on his VNQ holdings is $254,729.09, reflecting a 8.27% gain to date.
Dougherty Wealth Advisers LLC VNQ ($91.86) Holding Chart
Dougherty Wealth Advisers LLC VNQ ($91.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
